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Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of ...
AI chip sales to China resume; TSMC accelerates U.S.production; Synopsys-Ansys done deal; Chinese espionage; Nikon's new ...
- The global market for Dynamic Random Access Memory (DRAM) was valued at USD 83510 million in the year 2024 and is projected to reach a revised size of USD 158240 million by 2031, growing at a CAGR ...
Micron Technology (MU) was down 4% during Thursday market action after its South Korean competitor, SK Hynix (HXSCF), was downgraded to Neutral from Buy by Goldman Sachs.
Micron's earnings are expected to multiply substantially, and yet the stock can be bought at an incredibly attractive valuation right now. The growth opportunity in the memory chip market, driven by ...
Micron Technology (NASDAQ:MU) saw its stock drop 3.9% in pre-market trading on Thursday after Goldman Sachs downgraded SK ...
The Nasdaq-100 index had an outstanding month in June. The index, consisting of the 100 largest non-financial stocks listed on the Nasdaq stock market, gained 6.3% in June. The two powerhouse ...
SK Hynix's retreat came as Goldman Sachs flagged that its earnings growth could lose steam in 2026 on a possible decline in the average sales prices of its HBM products, a crucial component in ...
SK Hynix Inc. (KS:000660) shares plunged nearly 9% to 270,000 won on Thursday after Goldman Sachs downgraded the stock to Neutral from Buy, citing concerns over intensifying competition in the ...
Global memory giants are phasing out or discontinuing DDR4 DRAM production to accelerate capacity shifts toward advanced ...
The explosive increase in demand for high bandwidth memory chips has been a major catalyst for Micron. The company is well positioned to capture a significant share of the $130 billion high bandwidth ...